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Faster Pace of Consolidation

05/25/2021

Many small advisory firms will fare well, but Kestra Holdings CEO James Poer says those resistant to affiliation or acquisition will struggle.

Barron's Advisor, May 25, 2021

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Financial Advisors:

Let's chat about what we can do for you and your clients.

Fill out the form below and a representative will contact you shortly. All information provided will be handled in the strictest confidence.

*required form fields

If you prefer to talk on the phone call 800-508-SOAR.

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